In This Article:

Peer-to-Peer (P2P) Event Creation

In This Article:

Recent software updates are shown in red.

Introduction

P2P Fundraising enables you and your supporters to raise money for your organization through the internet. Sometimes referred to as 'personal fundraising campaigns', these can be a very effective fundraising tool. Create, manage, and measure the success of your P2P Events using Engage's P2P tool. Empower supporters to use the Salsa mobile app (click here for the iOS version or here for the Android version) to engage friends and family via social media and email to solicit donations, send thank you notes, and bring awareness to your fundraising efforts. The tool enables you to...

Create DIY and/or traditional team fundraising events.

Provide Fundraisers a free app to make raising money simple and fun.

Promote and follow up easily with custom messaging for team captains and Fundraisers.

Use performance metrics to reach out to Fundraisers to provide coaching and guidance.

Manually add registrants who have paid offline or whose tickets are complimentary.

There can be many facets to creating P2P events, so please read through this document carefully before getting started.

Security

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You can use the following logo if you want to reassure your donors that their transactions are secure. To do so, download the image and insert it into your form as a graphic.

Key Terms

Before you get started, it's important to understand the key terms used in Salsa Engage P2P Activities:

Fundraiser - A supporter who will have their own online fundraising page to raise money on behalf of your organization. Fundraisers can add Non-Fundraiser Registrants (aka, “guests”).

Non-Fundraiser Registrant - Also known as a "guest", a supporter who will be attending an event but who will not be independently raising funds on your behalf. An example would be a walker in a 5k. Non-Fundraiser Registrants cannot invite guests.

Guest - Another name for a non-Fundraiser Registrant, this is an individual or family member who will be attending an event as a guest of a Fundraiser registrant. Guests are not stored as supporters in Salsa Engage.

Registration - Registrations in Engage are the various ticket levels that can be configured for purchase by fundraisers and their guests.

Information Collected - The diverse types of information that Salsa Engage can collect enables organizations to provide different options to different registrants. For example, for a gala, your organization might provide menu options or seating options.

Optional Purchases - Things that Fundraisers and guests can purchase, such as event tee-shirts.

Fundraising Page - This refers to the webpage that a Fundraiser will use to evangelize his fundraising effort.

Team - Teams are comprised of Fundraisers whose donation totals will be applied to the Team total, as well.

Workflow Overview

P2P Activities have two parts. The part that you, as an organization, set up and the part with which fundraisers interact. Here's how it works:

You create a P2P activity. This includes your organization's public-facing Events page and public facing Fundraiser and Teams pages that Fundraisers can customize using the template that you provide.

Fundraisers register on your Event page. A fundraiser then gets his own, personal Fundraising page to which he can direct supporters. Once registered, Salsa Engage will send them an email with the URL for their personal fundraiser page. They can also use the Salsa P2P mobile app to reach out to and thank users directly from a mobile device. Fundraisers can go to the Android Play Store or Apple App Store and search for "Salsa Labs" to download the Salsa P2P Fundraising app for free.

Salsa Engage enables you to manage Fundraisers. It also manages Fundraiser online donations, provides analytics, and provides you with the ability to reach out to Fundraisers based on their team membership and/or performance.

Common Types of Registrations

Before you set up registration, you'll want to have a clear idea of which types of registrations your P2P event will support. The "In Salsa Engage" part is what you'll create. The "Public-Facing" part is what your supporters/Fundraisers will see.

Fundraiser Team - A Fundraiser team consists of a Fundraiser that starts a team or registers as part of an existing team.

In Salsa Engage - In the Registration step, make sure to have Will this event allow teams? set to Yes and at least one ticket level that includes a fundraising page.

Public-Facing - Anyone who is registered as a Fundraiser will have the option to join or start a team on your organization's registration page.

Add New Team From the Supporter Portal

If a supporter did not create a team at registration, the supporter can create a P2P Team in the Dashboard tab of the P2P Supporter Portal.

Individual Fundraisers - An Individual Fundraiser is an individual event participant who can raise funds online on behalf of your organization. This registration will include entry to the event and a personal fundraising page.

In Salsa Engage - Make sure to have at least one ticket level that includes a fundraising page.

Public-Facing - By selecting a ticket level that includes a fundraiser, a supporter will be able to register for the event, answer additional questions, and add optional purchases all in one transaction.

Individual Fundraisers with Guests - An Individual Fundraiser with Guests is an individual event participant who will be raising funds online and registering other participants at the same time. This registration will include entry to the event for multiple participants, but only one fundraising page. The fundraising page will be managed by the primary registrant.

In Salsa Engage - Make sure to have at least one ticket level that includes a fundraising page and at least one Non-Fundraiser ticket level. These can be configured so that a supporter purchases one Fundraiser ticket and can add as many Non-Fundraiser registrants (guests) as they would like. Or, they can be configured so that a supporter can purchase a pre-defined number of tickets (or example, a golf foursome). In either case, no one but the purchaser is required to supply an email.

Public-Facing - The purchaser of the tickets will be able to add other Non-Fundraiser tickets. In the case of a golf foursome, the Fundraiser ticket would be the primary registrant and a Non-Fundraiser ticket for the additional three attendees could be added.

Individual Non-Fundraisers - An Individual Non-Fundraiser is an individual event participant who will be attending the event but not raising funds online.

In Salsa Engage - If you've configured at least one ticket level that includes fundraising and another that does not, your supporters can choose whether or not they would like to raise funds on behalf of your organization.

Public-Facing - Registrants who choose to be Fundraisers will be able to add as many non-fundraising guest tickets as they like. Otherwise, non-fundraising tickets can be purchased in any quantity.

Multiple People Who Will Be Fundraisers In One Transaction - This is not currently possible in Salsa Engage. Each Fundraiser ticket requires a complete transaction.

A Family or Group - This is exactly the same as enabling registration for an Individual Fundraiser with Guests (see above). Note, email addresses are not required for guests or family members.

Online Only Fundraising - This is online fundraising for your supporters when there is no physical event.

In Salsa Engage - If your goal in the tool is to enable online fundraising for your supporters and there is no physical event, select Yes for the Is this event online only? option in the Registration step. You do not need to enter a start date, end date, or location. If there is no charge for the event, then you should create only one ticket level with a $0 price level.

Public-Facing - Supporters will be able to create their own fundraising pages and team pages to raise funds online.

Step 1: Getting Started

Click Activities from the left navigation menu.

Select the Peer-to-Peer tab.

Click the + Create a Peer-to-Peer Event button to the right of the window.

The Make Your Selection tab is selected by default. See Make Your Selection for more information.

Select Next to go to the Basics tab.

Fill out the following fields (required fields are denoted in the application with a *):

Reference Name - The internal name for your Event. This name will be used internally only.

Add a Description - Enables you to provide information for future reference. Internal use only.

Publicly visible name for the event - The public-facing name for your Event

Start Date, Start Time, End Date, End Time, All Day - Logistical information about your event. This can be completed later.

Time Zone - The time zone of your event.

Mailing Address for Offline Donations given to Participant Fundraisers - This field contains the address that will be included on the deposit slip that fundraisers can print for off-line donations. It is pre-populated with the address that was configured when you set-up Salsa Engage. You can change this address in-line for a particular P2P activity, or change it for all new activities at Settings > Organization's Profile.

Is this event online-only? - "No" is selected by default. If you select "Yes", the Event Location fields will disappear.

Name of Venue - The name of the location where your event will take place.

Street Address - The street address of the location where your event will take place.

City, State, Zip code - The city, state, and zip code in which your event will take place.

Will this event allow teams? - "Teams" enables groups of supporters to work together toward a common fundraising goal. "Yes" is selected by default. This enables the Team Page later in the workflow. For more information, see the "Compose the Team Page" section below. If you select "No", you will not see the Team Page later in the workflow.

Will this event have an event-level fundraising goal in addition to fundraiser/team goals? - This control enables goal tracking and sets parameters for the Goal Tracker Element in the Visual Editor. You can set this to track goals in Salsa Engage reporting. In addition, you can place a Goal Tracker Element on your Event, Fundraiser, and Team pages. If you do not select "Yes" and enter an Event goal amount, Salsa Engage will not keep track of fundraising progress relative to a goal, and the Goal Tracker Element will not work (even if it is included on a page).

In addition to donations, totals toward my goal should include funds from Registrations/Purchases - Check the Registrations box or Purchases box or both if you want funds collected from registrations and products to go toward your goal.

Would you like to set default fundraiser goals? - Select Yes if you want goal amounts for fundraisers and teams to be pre-populated with a default, suggested value.

Will you require fundraisers to sign a waiver? - No is selected by default. Select Yes if you want to enter waiver text to which Fundraisers will have to agree.

Fund, Campaign, Appeal - You'll see this field only if Engage is integrated with Salsa CRM. Set the Fund, Campaign, and Appeal that will be assigned to donations processed. "Fund" is required. Campaign and Appeal are optional. You can add additional values through Salsa CRM. In Salsa CRM main menu, navigate to Manage > Finances. Check out the Salsa CRM documentation for detailed directions.

Click the Next: Registration Levels button to the bottom-right of the window. The Registration window appears.

Step 2: Registrations

After you complete the Setup tab, you'll land on the Registrations tab. There are three tabs on this page: Registration Information, Information Collected, and Optional Purchases. These are documented below.

Pro Tips

Fundraiser - An event participant who is fundraising on behalf of the organization. This ticket type enables the supporter to create a personal fundraising page. You'll create a template for this page in Step 4: Compose the Fundraiser Page, below.

Non-Fundraiser - An event participant who is attending the event but is not fundraising. This could be an individually purchased ticket or the guest of a Fundraiser.

Checkout is limited to one Fundraiser registration. However, the registration may include additional Non-Fundraiser tickets (for family members, groups, or guests).

Non-Fundraiser registrations do not require an email address for each ticket. For example, children who are attending with a guardian do not need an email address to obtain a ticket to an event. Only the purchaser or primary registrant must provide an email address.

Send your Fundraisers to the Android Play Store or Apple App Store and tell them to search for 'Salsa Labs' to download the Salsa P2P Fundraising app for free. A direct link is also provided to the Fundraiser via email and their Fundraising Page management interface.

If your P2P Event is only online (with no physical event) and has no cost or Registration Levels associated with it, you can configure Salsa Engage so that Fundraisers will not see a Registration Level selection step when registering for your event. For free online-only events, set Is this event online-only? to 'Yes', and create only one registration level that is free. If there is more than one registration level, the Fundraiser registration workflow will include a Select a registration level step before taking the Fundraiser to the page for creating a personal Fundraiser page.

Registration Info

The information collected here includes Registration Name, Description, Price, Availability, etc. One feature unique to P2P Events (as opposed to Engage's standard Events) is the ability to require the registrant to create a personal fundraising page. For detailed information about fields on this page, click the help icon next to the field you are interested in.

For individual registrants who should not have a personal fundraising page, select No for This registration level includes a personal fundraising page. This would include Non-Fundraiser tickets and guest tickets.

If you want the registrant to have a personal fundraising page, select Yes for This registration level includes a personal fundraising page. This will also activate Registration cost counts towards the fundraising goal; Select Yes if you want registration costs counted toward the fundraising goal for the given registration level.

Supporters who purchase Fundraiser tickets will be prompted to create an account when they purchase their ticket. This account will be used to create and manage their personal fundraising page.

Click Save after you've completed the page. The Information Collected page will be given focus.

Information Collected

This tab enables you to define what information will be required of your supporters when they purchase tickets. For detailed information about fields on this page, click the help icon next to the field you are interested in.

By default, First & Last Name and Email Address are enabled. Click on the slider to disable the default settings or enable additional settings.

Salsa Engage enables you to create three value-types for custom questions: Yes/No, Single Choice, and Text Field. You may then apply custom questions to a particular ticket type and/or restrict the questions to just the person purchasing or the individual registrants themselves. Click the + Create a Question button to the right of the screen to open question options.

Enter a question, a response type, and to which tickets you want to the question to apply.

After applying custom questions to Tickets, click the Save button; Then click the Continue button. The Optional Purchases tab will be given focus.

Optional Purchases

Use the tab to add merchandise or anything else you want to sell at your event. For detailed information about fields on this page, click the help icon next to the field you are interested in.

Verify the list of items, and then click the Next: Event Page >> at the bottom of the window.

Step 3: Compose the Event Page

After setting up your Registration Levels, you'll land on the Event Page. Here you'll compose the public form from which potential Fundraisers will learn about your Event's details.

Choose the payment gateway. This is the payment processing method that will be used to process donations.

There are four parts/tabs that you'll have to configure for the Event Page tab:

Event

Registration

Checkout

Confirmation

The Event Page includes several elements. Elements unique to P2P are defined below,

Fundraiser Login Button - Add this button to enable supporters to log in from the event page rather than just their own fundraising page or wherever else you decide to put the login. Suggested layouts now contain two login shortcuts by default: one at the top right of the landing page and one at the bottom of the page.

Team Search - Optionally apply a team search button that enables visitors to search for a team by typing in a team name.

Fundraiser Search - Optionally apply a Fundraiser search button that enables visitors to search for a team by typing in a Fundraiser's name.

Leaderboard - Apply a Leaderboard to display Top Teams and Top Fundraisers' names, amounts raised, and profile pictures.

Goal Tracker - This control is enabled on the Setup tab by 'Will this event have an event-level fundraising goal in addition to fundraiser/team goals?'. Drag and drop this control into the part of your Event, Fundraiser, and/or Team page where you want it to provide a graphical display of the progress that is being made toward the goal that you defined in Setup. If you did not enable the Goal Tracker on the Setup tab, you'll still be able to place the Goal Tracker on your form, but it will not show up in the published form. In this case, you can still use it internally to track statistics.

Step 6: Set Up Autoresponders

You can choose whether or not to add an Autoresponder by selecting the appropriate radio button under the Autoresponders tab. Learn more about Autoresponders and how to configure them here.

Step 7: Published Details

This tab provides the same information as it does for other Engage Activities, but with additional URLs:

The Event Page URL link will take you to your event page. You can use it on your website or elsewhere on the web to link to your event page.

The Link straight to registration link enables potential supporters to skip the main P2P event landing page and go directly to the ticket selection screen. For example, if you have your own event page on your website, you can use this link instead of the Event Page URL link so that potential supporters are taken straight to ticket section. This allows you to expedite the registration process and avoid repeating event details unnecessarily.

Step 8: Results

Several tabs, including the Results tab, appear only after your event is published. Once it's accessible, you'll see your performance metrics, averages, etc, just as shown under all Activities in Engage. See Performance Statistics Activities for detailed information.

Below the "Page Views by Devices" diagram, campaign managers can manually enter registrants to P2P events. In addition to viewing performance, you can also add registrants and donations.

Manually Add Registrants to an Event

Note: Registrant must have a valid email address.

For manually added donations, including offline donations, campaign managers can choose from three payment options:

Pay Offline (Check or Cash) - If this option is chosen, the payment fields are removed and campaign managers can quickly add a payment amount that will then be tracked in Salsa Engage.

Complimentary - If this option is chosen, all payment and donation fields are removed and campaign managers can quickly add registrants as shown below.

Pay Now with Credit Card - If this option is chosen, donations can be made using a credit card.

In your P2P event, navigate to the Results page.

Click + Add Registrant. The P2P registration page will open.

Select that options that you want to use, and follow the on-screen prompts.

Manually Add Donations to an Event

Caution: When entering a donation manually, be sure to use the supporter's real email address as you may otherwise overwrite another supporter's record in Salsa Engage. If the supporter does not have an email address, you will need to add him or her directly to Salsa CRM or your own CRM.

In some cases, a campaign manager may wish to add an offline donation directly to an event. (For offline donations to a specific Fundraiser or Team, please see "Manually Add Donations to a Specific Fundraiser or Team", below.) Any offline donations added in this way will be immediately applied to the Event Goal progress if you've defined an Event-Level Fundraising Goal.

For manually added donations, including offline donations, campaign managers can choose from two payment options:

Pay Offline (Check or Cash) - If this option is chosen, the payment fields are removed and campaign managers can quickly add a payment amount that will then be tracked in Salsa Engage. Only First Name and Last Name are required for Check or Cash donations.

Pay Now with Credit Card - If this option is chosen, donations can be made using a credit card. The Email Address and ZIP Code fields are required, in order to verify the credit card information and deliver a receipt.

In your P2P event, navigate to the Results page.

Click + Add Donation. The P2P registration page will open.

Select the payment type and fill in the amount and required fields.

Reallocate Donations

Salsa Engage enables you to reallocate donations between teams and Fundraisers. Please see this article for more information.

Change or Hide Donor Wall Display Name

In your P2P event, navigate to the Results page.

Scroll down to the Submissions tab.

Click the donation that you want to change. The Purchase Summary page will open.

If you want to change the name, enter a new name in the Display Name field.

If you want to hide the name entirely, click the Show Name on Donor Wall toggle so that it changes to Display As Anonymous.

Click Save. The donor wall on the Fundraiser page will be updated.

Step 9: Management - Manage Your Event

Welcome Message

Use this section to create automated welcome messages that your Fundraisers will see when they signup. When fundraisers log in to their P2P account for the first time, a welcome message displays further information or links to external PDF documents you need to share.

Manually Add Donations to a Specific Fundraiser or Team

Caution: When entering a donation manually, be sure to use the supporter's real email address as you may otherwise overwrite another supporter's record in Salsa Engage.

Adding an offline donation to a specific fundraiser or team will immediately apply that amount to the Fundraiser or Team goal progress. Adding gifts manually will advance your Fundraisers' progress toward their goals, but there is no financial reconciliation in Engage. Consequently, when you receive a check, for example, you'll want to record that information wherever you track finances.

For manually added donations, including offline donations, campaign managers can choose from two payment options:

Pay Offline (Check or Cash) - If this option is chosen, the payment fields are removed and campaign managers can quickly add a payment amount that will then be tracked in Salsa Engage. Only First Name and Last Name are required for Check or Cash donations.

Pay Now with Credit Card - If this option is chosen, donations can be made using a credit card. The Email Address and ZIP Code fields are required, in order to verify the credit card information and deliver a receipt.

In your P2P event, navigate to the Management page.

Search or scroll to the Fundraiser or Team that the donation should be applied to.

Click the dollars icon in the Donations column to the right-hand side of the row for the Fundraiser or Team. The P2P registration page will open.

Select the payment type and fill in the amount and required fields. You should see that donation amount immediately applied to the Fundraiser or Team.

To add another offline donation, close the P2P registration page and select another Fundraiser or Team from the Management page in Engage.

Coaching

Coaching enables you to send emails to a specific, Salsa Engage defined segment of your supporters so that you can advise and encourage them. You can do this via Salsa Engage and from the Salsa "P2P Fundraising" mobile app. Click here for the iOS version. Click here for the Android version.

Click the Create a Coaching Message button to open up a list of supporter categories. The list includes All Donors, Team Captains Only, and various other groups of supporters parsed by far they've gotten to meeting fundraising goals.

Select a supporter category. Salsa Engage opens the Messaging/Email tool that enables you to craft a message for the supporter category that you have chosen. The Email will be pre-populated with the email addresses for only the supporters in the category that you selected. See the Emails section of the help for details about crafting emails.Pro Tip: It's essential to keep the category of support to whom you are writing in mind when you craft your email.

Create messages that Fundraisers can use via their web page or the Salsa Phone App to send solicitation and thank you messages.

On the Solicitation tab, enter a short message for Twitter or SMS and a longer message for Email or Facebook. Then, click the Thank You tab and do the same.

Use the head and shoulders icon to open the Insert a merge field dialog box. Merge Fields enable you to insert dynamic text elements into your forms and messages. For example, the message could include a link to the supporter's fundraising page, so when your supporter sends a message to a donor, the donor will receive a link to the supporters fundraising page. Insert available merge fields and use the radio buttons to format capitalization. Also, enter the message that you want if the merge field for a supporter is blank. Then, click OK.

Click Save when you've finished writing your messages. When a supporter uses his web page or the Salsa Phone App to solicit donations or thank donors, the message he sends will be populated with the text and merge fields that you entered.

View and Modify Fundraisers, Teams, and Purchases

These tabs enable you to view and modify the fundraiser, team, and purchase information. On any tab, and then click on any record to open details. Use the Download button for either an entire table or an individual record to download a CSV file that you can then open in a spreadsheet or upload into a different database.

Teams

Along with the functionality described above, you can also use the Teams tab to suspend team member pages and/or change team captains. Note: Team captain pages cannot be suspended. To suspend the page of a team member who is a team captain, you must first make someone else the team captain.

Select the Teams tab.

In the table of teams, click the team name of the team member who has a page that you want to suspend or whose team captain you want to change. The TEAM DETAIL tab opens.

If you want to change the team captain, click the Change button at the top of the page. The Change the Team Captain for... dialog box opens. Click the Plus icon to the far right of the table row for the person you want to be the new team captain. The Plus will change to a check-mark. Click Save.

If you want to suspend a team member's page, ensure that he or she is not the team captain. Click the Team Members tab. then click the name of the person whose page you want to suspend. The PARTICIPANT DETAILS page opens. Click the Suspend This Fundraising Page button.

Syndication

This tab enables you to syndicate your content. Syndication enables you to share this activity with other Salsa accounts. Once syndicated, the recipient account will be able to view and make their own copy. Click here for more information about syndication.